Here you can open new direct accounts, transfer accounts, register for an automatic investment plan and sign up for checking writing services from your Direxion Money Market Account.
- Financial Professionals - submit questions to info@direxionfunds.com or call 877.437.9363
- Shareholders – call 800.851.0511
| Form/Application | When to Use |
| Fund Application – Monthly Leveraged Index Funds | Use this Form to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Accounts. Should not be used for any type of IRA |
| Fund Application – Alternative Strategy Funds | |
| IRA/Education IRA Disclosure Statement | This form should be filled out when opening an IRA or Educational IRA and accompanied by appropriate application |
| IRA Application - Monthly Leveraged Index Funds | Use this Form to open an IRA, rollover IRA, Roth and SEP accounts |
| IRA Application – Alternative Strategy Funds | |
| Education IRA Application - Alternative Strategy Funds | Use this Form to open an Education IRA |
| Education IRA Application – Alternative Strategy Funds | |
| Non-IRA Transfer Form | Use this Form to transfer accounts from another firm (Non-IRA accounts only) |
| IRA Transfer Form – Monthly Leveraged Index Funds | Use to transfer IRA assets from another IRA Custodian |
| IRA Transfer Form – Alternative Strategy Funds | |
| Automatic Investment Plan Application | Use this Form to provide ACH instructions for future use or to set up an automatic investment schedule you select |
| Systematic Withdrawal Plan Application | Use this to set up systematic withdrawals by check or via ACH |
| Check Writing Application | Use this to establish the check writing option on your Direxion US Government Money Market Fund account |